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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Macquarie Opportunity Instl
Price$36.45
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets522.52M
JHancock Disciplined Value Mid Cap I
Price$29.33
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets23.59B
FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX commentary
Aug 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVUX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FIVUX (523M). FIVUX pays higher dividends than JVMIX: FIVUX (1.03) vs JVMIX (0.76). FIVUX was incepted earlier than JVMIX: FIVUX (12 years) vs JVMIX (28 years). FIVUX (0.94) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMIX: FIVUX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.38 vs. FIVUX (-0.79). FIVUX (53.34) and JVMIX (51.79) have equivalent 5 years return.
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.87 | 99% |
| Annual Report Gross Expense Ratio | 0.94 | 0.88 | 107% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 6.486 | 8.831 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.6B | 2% |
| Annual Yield % from dividends | 1.03 | 0.76 | 134% |
| Returns for 1 year | -0.79 | 0.38 | -207% |
| Returns for 3 years | 6.27 | 13.53 | 46% |
| Returns for 5 years | 53.34 | 51.79 | 103% |
| Returns for 10 years | -2.60 | 53.28 | -5% |
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